Worth Financial Advisory Group, LLC INNOVATOR ETFS TRUST Transaction History

Worth Financial Advisory Group, LLC

  • $157 Billion
  • Q1 2025
Number of Shares
16,135
Previous 10,545 53.01%
Holding current value
$413 Million
Previous $260 Million 59.1%
% of portfolio
0.26%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
N/A
5,590 Added 53.01%
16,135 $413 Million
Q3 2024

Oct 24, 2024
BUY
N/A
645 Added 6.52%
10,545 $276 Million
Q2 2024

Jul 26, 2024
BUY
N/A
9,900 New
9,900 $247 Million
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